Your SUPER-powered WP Engine Blog
Please click below for a special one minute holiday message from all of us at Towerpoint Wealth! While we’re wishing for peace, and working to help you coordinate all of your financial affairs during this holiday season, US lawmakers are currently considering major tax reform—again. Put differently, we can’t help wondering about the Secure Act 2.0 …
Continue reading “Will Your Retirement Endure With the Passage of Secure (2.0)? 12.23.2022“
Our wonderful Client Service Specialist, Michelle Venezia, took time out of her schedule on Monday morning to do an on-site document notarization for two very good Towerpoint Wealth clients, Jeff and Karen Wedge. After business with Jeff and Karen was complete, Michelle was the fortunate beneficiary of a tour of their magnificent “wine cellar.” The Wedges …
Kathleen Doler, senior writer for Investor’s Business Daily (IBD), recently published a front-page story in IBD about investing in 2022, how it humbled many investors and financial advisors, and what they did to protect their portfolios and their mental health this year. Doler leaned on our Joseph Eschleman, for a number of insights about how Towerpoint Wealth helped …
Continue reading “Investing 2022: Painful or Profitable? 12.19.2022“
Is the United States economy on the verge of slipping into a recession? Or is the exact opposite happening – is the economy continuing to recover, and is more robust than it is getting credit for? Are we looking towards an economy in recession, or are we more recession proof than many economists believe? While …
Continue reading “Five specific strategies to help you recession proof your portfolio 12.07.2022”
Economy in Recession? Five specific strategies to help you recession proof your portfolio Is the United States economy on the verge of slipping into a recession? Or is the exact opposite happening – is the economy continuing to recover, and is more robust than it is getting credit for? Are we looking towards an economy …
Continue reading “Economy in Recession? Season 1, Episode 1“
You’ve probably noticed, the Sacramento housing market is falling asleep! Understanding that real estate is an important part of the net worth of virtually all of our clients, and whether you are in the market to buy, sell, or just hold real estate, a combination of metrics right now has people in Sacramento almost expecting …
Continue reading “Does Sacramento Housing Have You Drowsing? 12.02.2022“
